YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
72
+22
752
$3K ﹤0.01%
100
753
$3K ﹤0.01%
46
754
$3K ﹤0.01%
+94
755
$3K ﹤0.01%
57
756
$3K ﹤0.01%
125
757
$3K ﹤0.01%
48
758
$3K ﹤0.01%
63
759
$3K ﹤0.01%
35
+4
760
$3K ﹤0.01%
81
761
$3K ﹤0.01%
300
762
$3K ﹤0.01%
60
763
$2K ﹤0.01%
40
764
$2K ﹤0.01%
+100
765
$2K ﹤0.01%
37
766
$2K ﹤0.01%
32
-16
767
$2K ﹤0.01%
80
768
$2K ﹤0.01%
40
769
$2K ﹤0.01%
29
770
$2K ﹤0.01%
+38
771
$2K ﹤0.01%
49
772
$2K ﹤0.01%
73
773
$2K ﹤0.01%
29
774
$2K ﹤0.01%
45
-10
775
$2K ﹤0.01%
18
29 30
31
32 33